Gretchen Elizabeth Lee
Chief Compliance OfficerClifford Swan Investment Counsel LLCCRD 2610857
About Gretchen Elizabeth Lee
Gretchen Elizabeth Lee is listed as Chief Compliance Officer at Clifford Swan Investment Counsel LLC in Pasadena, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Clifford Swan Investment Counsel LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Gretchen Elizabeth Lee work?
Gretchen Elizabeth Lee is listed as Chief Compliance Officer at Clifford Swan Investment Counsel LLC on SEC Form ADV.
How much of Clifford Swan Investment Counsel LLC does Gretchen Elizabeth Lee own?
Form ADV reports a beneficial ownership band of Under 5%.
Clifford Swan Investment Counsel LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2019 |